A non-profit organization that shows classic, foreign, and indie films use Salesforce to track memberships and yearly festival pass purchases. The original configuration struggled to track people and households that passed through their theater, leading to extra manual work. They also needed a better way to track and report on membership and renewal campaigns, to improve business performance. Our team upgraded them to and customized the latest version of the Salesforce Nonprofit Starter Pack to deliver a comprehensive tracking and reporting system aligned with their business and community needs. The new system more effectively tracks and manages membership, donations, and … Read More
Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health
Problem Solved: short stories about helping our customers solve their IT challenges. A US healthcare data service provider manages multiple vendors in their Salesforce system, requiring cross-departmental coordination. Any delays negatively impact the company’s operations. Due to conflicts between departments, the Salesforce application did not have one consistent business process. Approvals for new vendors were not directed to the right people, and the status of these approvals was not effectively managed, tracked, or communicated. This wasted valuable time. Our team designed and implemented a single streamlined process using out-of-the-box Salesforce automation tools, including, visual flows, approval processes, email alerts, and … Read More